Training designed by School Business Managers, delivered to your team

From refresher training to an introduction to school finance, our Finance for Schools training is built bespoke to you by School Business Managers and School Finance Professionals.

Train your team, improve your financial performance and ensure financial sustainability.

We offer training for School Business Managers, Senior Leadership Team (SLT), School Governors and more.

Train your team, improve your financial performance and ensure financial sustainability. Our training covers a wide range of topics, including budget setting and monitoring, understanding financial reports, compliance with the Academies Financial Handbook, and effective use of resources to support school improvement. We take the time to understand your school’s specific challenges and tailor each session so that it is directly relevant to your context, whether you are part of a maintained school, an academy trust or an independent setting.

What do we cover?

Each course is bespoke to you. That means whatever finance related topics you need training on, we can accommodate. 

Our team of School Business Managers are adept at all areas of School Finance, from SLT reporting to Year End. 

Here’s an example of some of the topics we can cover:

  • Budget Planning & Monitoring
  • Financial Controls
  • Year End
  • Audit Preparation/Support
  • Daily Finance Management
  • Reporting for SLT
  • Governor’s Reporting

Our flexible approach means you can arrange one-off training workshops, regular refresher sessions or a longer-term training programme to build knowledge over time.

Whether you are looking to train a new School Business Manager, help Governors understand their financial responsibilities or upskill your leadership team, our Finance for Schools training gives you expert guidance and real-world solutions you can put into practice straight away.


For anything that within the remit of a School Business Manager / Bursar, we can deliver training sessions to support your business and staff.

Budget better, report what matters, control your finances.

Enquire today about bespoke finance courses for your school’s individual needs.

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